Grouped Billing Queue & Streamlined Firm Setup
26 August 2026
Draft invoices are now neatly grouped by agreement in your billing queue, and firm setup has moved to a dedicated settings tab so it no longer interrupts your daily dashboard.
New
- Invoices → Billing queue: Invoice drafts in the billing queue are now grouped and folded by client agreement and invoice number for easier batch reviewing.
- Settings: Added a dedicated Firm Setup tab to review onboarding progress and firm defaults at your own pace without blocking your dashboard.
Improved
- Client onboarding: You can now clear or remove client portal passwords directly from registration forms.
- Tasks: Team workload views now group task entries by manager and team role so employees can easily switch between their own tasks and team responsibilities.
- Email inbox: Added a client picker filter to search emails by client, and expanded the sidebar rail to fit longer client names comfortably.
- Notices: Audit history tables now include clear Event and Done By column headers to track who made each change.
- Dashboard home: Refined team roster sheets and workload cards with clearer hierarchy groups and accurate staff counts.
